Corient Private Wealth
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Corient Private Wealth’s Inovio Pharmaceuticals INO Stock Holding History

Corient Private Wealth’s Portfolio INO Stock Details INO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,062
Closed -$37.1K – 2033
2022
Q4 		$37.1K Buy
+2,062
New +$46.7K ﹤0.01% 1647

Other funds holding INO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Corient Private Wealth's INO Position: Q1 2023 in Review

Corient Private Wealth sold out of Inovio Pharmaceuticals (INO) in Q1 2023, closing a stake of 2,062 shares — an estimated $37.1K sold.

Corient Private Wealth first reported a position in INO in Q4 2022 and held it in 1 quarter. The position peaked at $37.1K in Q4 2022. 174 funds tracked by Wall St. Rank hold INO as of Q1 2023.

  • Corient Private Wealth reported no remaining Inovio Pharmaceuticals position as of Q1 2023 after selling out during the quarter.
  • Corient Private Wealth sold 2,062 Inovio Pharmaceuticals shares in Q1 2023, an estimated $37.1K.
  • Corient Private Wealth first reported a position in Inovio Pharmaceuticals in Q4 2022 and held it in 1 quarter.
  • Corient Private Wealth's Inovio Pharmaceuticals position peaked at $37.1K in Q4 2022.
  • 174 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2023.

Based on Corient Private Wealth's 13F filing for Q1 2023, filed 15 May 2023.